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Triangle Securities Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Triangle Securities Wealth Management’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,810
Closed -$949K – 138
2015
Q4 		$949K Sell
15,810
-270
-2% -$17.9K 0.64% 47
2015
Q3 		$1.02M Sell
16,080
-435
-3% -$29.6K 0.77% 44
2015
Q2 		$1.3M Sell
16,515
-1,100
-6% -$81.2K 0.92% 39
2015
Q1 		$1.22M Sell
17,615
-964
-5% -$64.8K 0.84% 41
2014
Q4 		$1.31M Buy
18,579
+137
+0.7% +$10.3K 0.93% 40
2014
Q3 		$1.41M Hold
18,442
– – 1.08% 29
2014
Q2 		$1.47M Sell
18,442
-1,028
-5% -$79.2K 1.12% 26
2014
Q1 		$1.22M Buy
19,470
+1,028
+6% +$76.8K 1.09% 33
2013
Q4 		$1.37M Sell
18,442
-471
-2% -$33.7K 1.11% 26
2013
Q3 		$1.33M Sell
18,913
-500
-3% -$35.6K 1.16% 25
2013
Q2 		$1.3M Buy
+19,413
New +$1.22M 0.96% 28

Other funds holding CFR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return